SEQUX vs. VOO
Compare and contrast key facts about Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or VOO.
Correlation
The correlation between SEQUX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SEQUX vs. VOO - Performance Comparison
Key characteristics
SEQUX:
1.48
VOO:
1.88
SEQUX:
2.03
VOO:
2.53
SEQUX:
1.27
VOO:
1.35
SEQUX:
0.51
VOO:
2.81
SEQUX:
6.21
VOO:
11.78
SEQUX:
3.09%
VOO:
2.02%
SEQUX:
13.00%
VOO:
12.67%
SEQUX:
-61.08%
VOO:
-33.99%
SEQUX:
-25.47%
VOO:
0.00%
Returns By Period
In the year-to-date period, SEQUX achieves a 7.89% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, SEQUX has underperformed VOO with an annualized return of -1.84%, while VOO has yielded a comparatively higher 13.30% annualized return.
SEQUX
7.89%
6.27%
6.54%
19.54%
4.52%
-1.84%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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SEQUX vs. VOO - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SEQUX vs. VOO — Risk-Adjusted Performance Rank
SEQUX
VOO
SEQUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SEQUX vs. VOO - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 0.33%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.33% | 0.36% | 0.00% | 0.02% | 2.66% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SEQUX vs. VOO - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -61.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SEQUX and VOO. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. VOO - Volatility Comparison
Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.99% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.